Daniela Cronin is a registered investment advisor at Octavia Wealth Advisors LLC, based in Cleburne, TX. Daniela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,803 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Octavia Wealth Advisors charges an annual fee based on the value of your investments, up to 2.00%. The exact fee depends on the complexity of the services, the amount of assets managed, and your overall relationship with Octavia. Fees are paid quarterly, in advance. The fee may be negotiable. If Octavia recommends an independent manager, the total blended fee will not exceed 2.25% annually.
Location
Cleburne, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Octavia Wealth Advisors LLC
State Registrations1 state
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